Shorer Wealth Management Weekly Update: 07/31/2020

Jul 31, 2020 |Kelly Shorer
Markets made little headway over the past week, finishing roughly where they started. It was a week that served to remind investors that improvements may be met with setbacks, both with respect to the coronavirus and the economic recovery. We offer some...
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Podcast: Key details to consider in Will and estate planning

Jul 30, 2020 |Rick Mirabelli and Brian Gibson

Regardless of your age or stage of life, a proper and up-to-date Will and estate plan offers peace of mind, and can help ensure you and your loved ones are protected.

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Shorer Wealth Management Weekly Update: 07/24/2020

Jul 24, 2020 |Kelly Shorer
Markets were relatively flat over the past week, ending on a sour note after renewed geopolitical tension fueled by a tit for tat closing of consulates in China and the U.S. This diverted investor attention away from two important developments. On the...
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Shorer Wealth Management Weekly Update: 07/17/2020

Jul 17, 2020 |Kelly Shorer
It’s been a tale of two stories the past few weeks. On the one hand, concerning coronavirus trends across key hotspots and new localized outbreaks in some countries. On the other hand, resilient markets which appear to believe that, for now, the worst...
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Shorer Wealth Management Weekly Update: 07/10/2020

Jul 10, 2020 |Kelly Shorer
This week we saw fairly stable market activity as economic data showed further improvement despite the ongoing rise in global coronavirus cases, and Canada came forward with an update on how the pandemic has impacted the country’s fiscal situation. The...
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Shorer Wealth Management Weekly Update: 07/03/2020

Jul 03, 2020 |Kelly Shorer
It was a holiday shortened week in North America with Canada Day and the U.S. Independence Day celebrations naturally diverting some investor attention. Nevertheless, that didn’t stop the coronavirus from continuing to spread. Surprisingly, global markets...
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happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

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Shorer Wealth Management Weekly Update: 06/26/2020

Jun 26, 2020 |Kelly Shorer
This week was characterized by a further increase in the global spread of the virus. It weighed on investor sentiment, though to a lesser degree than we would have expected. We believe the response in the U.S. in particular and subsequent impact to the...
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Shorer Wealth Management Weekly Update: 06/19/2020

Jun 19, 2020 |Kelly Shorer
This week ended roughly where it started as the market seesawed between modest gains and losses. This tug of war was somewhat fitting because it encapsulates an interesting dynamic. More specifically, the risks posed by the pandemic offset, for now, by...
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Podcast: Planning for an estate freeze or re-freeze

Jun 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

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